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research rehash_research 29/08/2014 16:52 Page 2 ter decline in such a widerange of markets is a worrying trend for the industry as a whole. In the East, the twoquarter decline is affecting two of the region’s main markets: Poland and the Czech Republic. Growth has also softened on a pan-regional basis, down 30% cent on the same quarter a year earlier at just 0.66% cent in the quarter. The rapid growth of IPTV and low-cost satellite is beginning to levelout, meaning losses on other traditional platforms are not being fully compensated. While it is easy to point the finger at Over-the-Top (OTT) services as the cause of cordcutting, there is no obvious relationship between the markets now seeing a sustained decline and the entry of larger OTT players such as Netflix. Further quarters will tell, but the current trend is likely a combination of factors including an over-hang from the recent economic downturn and the wider impact of new technology in the home broadening the consumption choices of the average consumer, advises Bisson. Streaming fuels new viewing habits With an array of online options for viewing media not to mention the increasing amount of original content created for online audiences - video streaming services have become a disruptive influence on the traditional television business, according to global research consultancy TNS. While consumer's preference is still television, TV sets alone are no longer enough to satisfy the appetite for content, driving the growth of online media and video streaming services. In ReQuest, a quarterly study into the telecommuni- 16 IP television cation behaviour of over 20,000 U.S. households, TNS found that more than onethird (34%) of households have streamed video within the previous month. Yet, the majority of these streaming households also purchase traditional Subscription Video service (e.g. cable, satellite, or fibre TV) - more than one in four (26%) watch both Pay TV and streaming, compared to just one in thirteen (8%) that only watch streaming video. Even while the conventional model of 'pay-TV Only' service still represents a majority scenario (55%), it is steadily becoming less commonplace. “The allure of streaming technology is furthering the fragmentation of the consumer video market, resulting in weaker brand affiliations, reduced customer loyalties, and higher defection risks across all video distributors,” notes TNS Vice president Frank Perazzini. “Given the emerging challenges from alternative channels, the sustainability of traditional pay-TV service could be vulnerable if new pricing models offer consumers access to the content they desire at lower rates than are available today.” To defend their still-dominant position, many Pay TV providers are strengthening their offers in order to stay competitive through such enhancements as TV Everywhere and a variety of mobile apps, which seek to deliver customers a user-friendly interface for multi-platform and ondemand viewing. The shift toward online consumption of television has been a long time coming, thanks to the dual advances in both technology and viewership. Faster Internet, more content, and more devices capable of streaming highquality video have created a larger and still-growing audience for streaming video. Yet, one other factor driving the persistent growth of consumer experimentation with and acceptance of streaming video is this simple fact - people keep moving. That is, sooner or later, we all change addresses for one reason or another, and this often affords us the opportunity (or necessity) to try new communications providers and access types. According to the report, TNS found the prevalence of streaming behaviour is both higher and growing faster among households that moved within the past year. Half (50%) of Mover households have used streaming in the past month, compared to less than a third (32%) of Non-Mover households. Furthermore, nearly one in six Movers views only streaming video, compared to just one in fourteen Non-Movers. And, among Movers, the overall penetration of streaming (50%) now exceeds the penetration of households with only traditional Pay TV service (37%) by double digits. “Although recent Movers comprise only about eight per cent of all households, there could be enduring effects on household viewing behaviours over the long term,” Perazzini states. “The considerably higher incidence of households that only view streaming video among Movers hints at streaming's potential to supplant - rather than merely supplement -- tradit